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Blake Alexander Appell

Hill Island Financial LLC

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About Blake Alexander Appell

Blake Alexander Appell is a financial advisor with over 6 years of experience in the industry. Blake has a background in business and finance, and has worked for a number of firms before joining Hill Island Financial LLC in 2024. Blake specializes in financial planning and investment management for individuals and families. Blake holds a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Blake is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Blake Appell is currently registered with Hill Island Financial LLC. Hill Island Financial LLC is an investment advisor registered with the SEC and located in GRAND RAPIDS, MI. They manage approximately $446.64 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They do not offer wrap fee programs.
Hill Island Financial LLC

38 COMMERCE AVENUE SW

GRAND RAPIDS, MI 49503

$446.64M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Appell’s Registration & Firm History

MI

09/03/2024 - Present

Hill Island Financial LLC (GRAND RAPIDS MI)

MI

09/24/2018 - 07/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

MI

03/16/2018 - 06/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 07/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Alexander Appell.
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